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Creating a Donations Popup Takeover in the Soapbox administrator

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With the Popups app, you can easily create and control popups that appear on your main website from within the Soapbox administrator. There are two different types of Popups that you can create: a Custom Popup Takeover and a Donations Popup Takeover. The Donations Popup Takeover allows you to select a Donations form whose modal you wish to display based on the triggers and audience segments you define.

To use either, tour first step is to add the Popups code to your main website.

After the code has been added, you can create Popups in the Soapbox administrator that will appear on your main website.

To create a Donations Popup Takeover in the Soapbox administrator:

Define the contents of the Popup

  1. Go to the Popups Manager
  2. Click New
  3. In the modal, click Donations Popup Takeover
  4. For Name, enter a name for the popup to be used in the administrator to identify it
  5. For Published, select whether you wish the Popup to be published. Published Popups are displayed on a website with the Popups code included when the conditions of a Popup are met. Unpublished Popups no longer appear on a website with the Popups code included even if the conditions of a Popup are met.
  6. Click Apply. By clicking apply, your Popup will be saved and the additional tabs in the add/edit view will become active.

Define the Trigger or Triggers that open the Popup

There are three types of triggers that can open a Popup. You can use one, two or all three to open the popup - though it is customary to have only one trigger per popup.

  1. Click the Triggers tab
  2. Click New
  3. For Type, select one of the following:
    1. On Exit-Intent: This fires when the visitor's mouse moves out of the browser window;
    2. After X Percent Scrolling: This fires when the visitor moves down the percentage of the page you define;
    3. After X Seconds: This fires after the visitor has been on the page for the number of seconds you define.
  4. For Type Details:
    1. If you selected Exit-Intent for Type, the Type Details parameter will not be shown
    2. if you selected "After X Percent Scrolling" for Type, enter the percentage you wish to use to fire the event
    3. If you selected "After X Seconds" for Type, enter the number of seconds after which you wish the event to fire
  5. Click Save
  6. Repeat if you wish to add another type of trigger to the Popup

Define the Audience Segment or Segments that determine which visitors see the Popup

There are two types of Audience Segments that can define who sees a Popup. One is based on the current URL of the visitor. The other is based on whether the Popup has already appeared to the visitor. Both types of Audience Segments can be used at the same time.

  1. Click the Audience Segment tab
  2. Click New
  3. For Type, select one of the following:
    1. Frequency
    2. Current URL
  4. For Type Detail:
      1. If you selected Frequency for Type, enter values for a) the maximum number of time(s) the Popup will appear per visitor and b) the minimum amount of time between two appearances in seconds, minutes, hours or days.

        As an example, you may wish to have the Popup appear to a visitor a maximum of 4 times with a minimum of 1 day between appearances.

      2. If you selected Current URL for Type, enter the logical operator and the text used to evaluate the URL. If you wish, you may add multiple Current URLs by clicking Add Additional URL. If multiple URLs are added, the Popup will be displayed when any of the conditions are met - not when all of the conditions are met.

        As an example, you could choose to have the Popup appear on all pages of your main website but selecting "contains" and entering all of or a portion of your domain.

        You could choose to have the Popup appear on only one page by selecting "equals"and entering the exact URL of the page where you wish the Popup to appear.

        You could choose to have the Popup appear on three specific pages by selecting "equals"and entering the exact URL of the one of the pages page where you wish the Popup to appear and then clicking the Add Additional URL link to repeat the process two more times.
  5. Click Save
  6. Repeat if you wish to add another Audience Segment

After you are finished, click Save to commit your changes and exit the add/edit Popup view.

 

 

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